VIDEO
Why work with a CERTIFIED FINANCIAL PLANNER®️ professional?
While anyone can call themselves a financial planner, only those that have met the rigorous requirements of the CFP® Board can call themselves a CFP® professional.

These requirements include, education, examination, experience and ethical standards that promote excellence across the financial planning industry and gives consumers confidence that they are working with quality professionals.



Note: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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Key Contact

Jay Pelham

Jay Pelham, CFP®

President, Kaufman Rossin Wealth | President, Kaufman Rossin Insurance Services

Miami